Tasks on the Clients Tab

On the Clients Tab, it is possible to create new clients and edit the existing ones. The following topics describe these actions in step-by-step detail.

To create a new client:

1. Click Create button from the Main Controls to create a new client.
2. Fill in the client information in the Client Properties form. You can switch between the fields by pressing TAB or using your mouse.
3. Click Accept to submit changes. If you don’t want to continue editing the client, click Cancel or press ESC.
4. Click Apply to keep changes or, when prompted to save changes on exit, click OK to confirm.

To edit a client:

1. In the Table of Clients, select the client you want to edit.
2. Click Edit button from the Main Controls to activate edit mode.
3. Change the client information in the Client Properties form. You can switch between the fields by pressing TAB or using your mouse.
4. Click Accept to submit changes. If you don’t want to continue editing the client, click Cancel or press ESC.
5. Click Apply to keep changes or - when prompted to save changes on exit - click OK to confirm.